Let's Chat

We’ll reach out for a quick, no obligation call, and we want to hear about your goals and what’s important to you. Then we can tell you about what makes Facet Wealth so unique, and answer any questions you have. We know life is busy, so pick the time that works best for your schedule. 

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Why people choose Facet

 FacetRobo AdvisorTraditional Financial Planner
Dedicated CFP® Professional   
Financial planners not incentivized to sell   
Fees based on services clients use   
Do not charge based on AUM   
Easy access to advisors, including after business hours   
360° financial plans   
Empowering tech platform to help achieve goals   
Demystify and simplify financial planning process   
Subscription based service models   
Low cost investment portfolios   
Customer service with someone you know, not a call center   
Ability to work with your financial advisor from anywhere